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零落山川
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零落山川
零落山川
·
02-04
$乐摩科技(02539)$
现在只敢上小仓位，等海外业务落实，再干上大仓位
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零落山川
零落山川
·
02-03
1.谷歌(GOOG)在我看来，AI投资是谷歌的核心战略。从搜索算法到云服务集成，AI技术渗透在各业务中。财报中AI投资成效备受关注，如果进展顺利，可能增强产品竞争力，为创新提供动力。
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零落山川
零落山川
·
01-30
$乐摩科技(02539)$
乐摩先攻东南亚，后续会不会拓展欧美？我之前中的还没卖
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零落山川
零落山川
·
01-27
.携程集团-S(09961.HK)综合来看，我目前的观点偏向谨慎。垄断调查的进程和结果将是短期最大变量，可能压制估值。虽然公司基本盘稳固，国内旅游复苏逻辑未变，但监管风险溢价必须被纳入定价。我建议等待事件更清晰的指引，而非仅凭技术超卖或单一支撑位贸然决策
$携程集团—S(09961)$
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零落山川
零落山川
·
01-20
优必选(09880.HK)的财务压力依旧是我的重点关注对象。2024财年EBIT亏损近7亿元，预计2025财年亏损可能扩大至超10亿元。频繁的资本运作，如2025年两次H股配售募资，是为研发“输血”的必要手段。我还是持续观察其资金使用效率及收购后的协同效应，这是评估其能否熬过投入期的关键。
$优必选(09880)$
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零落山川
零落山川
·
01-14
甲骨文（ORCL.US）企业级软件与云计算服务商，核心产品包括数据库、企业资源规划软件。发力云计算业务与AWS、Azure竞争，依托存量客户资源实现平稳转型，订阅制模式提升业务稳定性。
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零落山川
零落山川
·
01-07
7.英特尔（Intel.US）：半导体行业奠基者，18A 制程工艺重回技术领先轨道。数据中心芯片市占率稳居前列，PC 芯片业务保持稳定，持续投入先进制程研发与产能扩张，受益于全球半导体产业复苏与 AI 硬件需求增长。
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零落山川
零落山川
·
2025-12-31
特斯拉（TSLA）：全球电动汽车领军者，垂直整合供应链保障产能与成本优势，Model 3/Y 仍是销量主力。低价车型计划瞄准大众市场，有望进一步提升市占率。能源存储业务（Megapack）需求旺盛，自动驾驶技术 Robotaxi 计划推动商业模式向出行服务转型，但面临技术落地与监管审批挑战。
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硬件需求增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519341555663424","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516890107400704,"gmtCreate":1767169160753,"gmtModify":1767169728941,"author":{"id":"4229593395866270","authorId":"4229593395866270","name":"零落山川","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229593395866270","idStr":"4229593395866270"},"themes":[],"title":"","htmlText":"特斯拉（TSLA）：全球电动汽车领军者，垂直整合供应链保障产能与成本优势，Model 3/Y 仍是销量主力。低价车型计划瞄准大众市场，有望进一步提升市占率。能源存储业务（Megapack）需求旺盛，自动驾驶技术 Robotaxi 计划推动商业模式向出行服务转型，但面临技术落地与监管审批挑战。","listText":"特斯拉（TSLA）：全球电动汽车领军者，垂直整合供应链保障产能与成本优势，Model 3/Y 仍是销量主力。低价车型计划瞄准大众市场，有望进一步提升市占率。能源存储业务（Megapack）需求旺盛，自动驾驶技术 Robotaxi 计划推动商业模式向出行服务转型，但面临技术落地与监管审批挑战。","text":"特斯拉（TSLA）：全球电动汽车领军者，垂直整合供应链保障产能与成本优势，Model 3/Y 仍是销量主力。低价车型计划瞄准大众市场，有望进一步提升市占率。能源存储业务（Megapack）需求旺盛，自动驾驶技术 Robotaxi 计划推动商业模式向出行服务转型，但面临技术落地与监管审批挑战。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516890107400704","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}